Good Morning. And who is beating everyone when it comes to growth per head….?

http://www.businessinsider.com/winners-and-losers-of-the-21st-century-2013-12

“Why Do CEOs Make So Much Money?” I can’t say that you get all answers here, but hey, it is a start

http://www.theatlantic.com/video/archive/2013/12/why-do-ceos-make-so-much-money/282525/

Interesting chart, although I am not 100% certain what it is I am looking at…

http://www.zerohedge.com/news/2013-12-19/these-are-main-financial-risks-2014-according-us-treasury

The year so far. So much for Emerging Markets as a good investment…

http://www.zerohedge.com/contributed/2013-12-19/next-great-rotation-emerging-market-stocks

And this is one of the bond market, although not the 10 year yield, but the 10 year yield priced in over 10 years time

http://www.bondvigilantes.com/blog/2013/12/19/us-treasuries-are-we-nearly-there-yet-maybe-we-are/

And this year’s loser is going to be…. gold!

http://online.wsj.com/news/articles/SB10001424052702304866904579267753420462942

Ok. So 2013 was the year of the non-contrarians? But being a contrarian, what does this mean for 2014…

http://ftalphaville.ft.com/2013/12/19/1729632/death-of-the-contrarian/

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